What if true wealth isn't just about how much you’ve saved, but how wisely you’re living? Join us as we explore the WiseWealth Matrix, a tool built on six life “currencies” that go far beyond money.

In this episode, we discuss:

The WiseWealth Framework
Wealth vs. Wisdom currencies
The 4 zones of the Matrix
And, an exciting announcement!

Today's article is from our very own blog post titled Freedom After 50: Why Change Feels So Hard and How WiseWealth Helps You Face It. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade is joined by Les McDaniel to explore how to live wisely, not just save wisely.

Show Notes: HowardBailey.com/514

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3T6oNDB

ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

life quakes

Mentioned by

Mentioned in 0 episodes

The AI-powered Podcast Player